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iShares Core US Aggregate Bond ETF

1,584 hedge funds and large institutions have $74.4B invested in iShares Core US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 640 increasing their positions, 532 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,584
Holders Change
+155
Holders Change %
+10.85%
% of All Funds
24.46%
Holding in Top 10
294
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+10.94%
% of All Funds
4.54%
New
264
Increased
640
Reduced
532
Closed
81
Calls
$28.6M
Puts
$13.6M
Net Calls
+$15M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Shares
Change %
CCT
551
Chemung Canal Trust
New York
$4.93M +$2.63M +23,090 +115%
HWA
552
Hillcrest Wealth Advisors
New Jersey
$4.88M +$35.4K +310 +0.7%
CCP
553
Corient Capital Partners
California
$4.88M +$482K +4,228 +11%
DG
554
DMC Group
Alabama
$4.88M +$4.88M +43,644 New
OC
555
Oppenheimer & Co
New York
$4.86M +$253K +2,217 +5%
TT
556
TI-Trust
Illinois
$4.84M +$4.84M +42,429 New
NW
557
NewEdge Wealth
Pennsylvania
$4.84M +$365K +3,197 +8%
PIMG
558
Patriot Investment Management Group
Tennessee
$4.83M +$26.2K +230 +0.5%
OHWP
559
Oak Harbor Wealth Partners
North Carolina
$4.78M +$4.78M +41,884 New
HCM
560
Hollencrest Capital Management
California
$4.77M +$427K +3,745 +10%
BFPW
561
BOK Financial Private Wealth
Colorado
$4.76M +$2.79M +24,458 +142%
SWRP
562
Summit Wealth & Retirement Planning
California
$4.72M +$71.1K +623 +2%
FA
563
Flagstar Advisors
New York
$4.69M +$299K +2,622 +7%
QCM
564
Quest Capital Management
Texas
$4.68M +$390K +3,416 +9%
GIA
565
Gladstone Institutional Advisory
Florida
$4.66M -$91.9K -806 -2%
BFG
566
Baron Financial Group
New Jersey
$4.64M +$927K +8,130 +25%
SIA
567
Soltis Investment Advisors
Utah
$4.61M +$6.62K +58 +0.1%
TFCP
568
Twin Focus Capital Partners
Massachusetts
$4.6M +$65.7K +576 +1%
LOPW
569
Live Oak Private Wealth
North Carolina
$4.58M -$114K -995 -2%
CS
570
Comerica Securities
Michigan
$4.56M -$532K -4,661 -10%
DWM
571
Dakota Wealth Management
Florida
$4.52M -$511K -4,476 -10%
AWA
572
Aaron Wealth Advisors
Illinois
$4.47M -$198K -1,738 -4%
P
573
Pitcairn
Pennsylvania
$4.46M +$4.46M +39,116 New
RK
574
Rather & Kittrell
Tennessee
$4.45M +$4.45M +38,981 New
KLCM
575
KG&L Capital Management
Louisiana
$4.45M +$89K +780 +2%